Core Viewpoint - The company, 乐舱物流 (Logistics), has entered into a shipbuilding agreement for the construction and delivery of vessels, which is expected to enhance its fleet and reduce operational costs significantly [1] Group 1: Shipbuilding Agreement - The company has signed a shipbuilding agreement with Shanghai Waigaoqiao and China Shipbuilding Trading for the construction of vessels, with a total acquisition cost of $236 million [1] - The vessels will be built according to specifications detailed in the 2026 shipbuilding agreement and will be delivered to the company after completion and sea trials [1] Group 2: Operational Strategy - The company believes that the newly acquired vessels will complement its existing fleet and significantly lower the sales cost per TEU, allowing for competitive pricing [1] - In times of high demand for cross-border logistics services, the company plans to deploy the acquired vessels on major routes to provide self-operated cross-border logistics services [1] - During market fluctuations, the company may consider leasing the acquired vessels due to their adaptability and economies of scale, which will help maintain stable profitability [1]
乐舱物流(02490.HK)拟2.36亿美元收购两艘船舶